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Wealthspire Advisors, LLC: EIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on EIM, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 563,559 EIM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 563,559 shares
    Change vs previous 13F -4,503 shares

    0.03% of the 13F portfolio, value $5,613,052.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 568,062 shares
    Change vs previous 13F -9,205 shares

    0.04% of the 13F portfolio, value $5,549,971.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 577,267 shares
    Change vs previous 13F -26,012 shares

    0.04% of the 13F portfolio, value $5,616,809.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 603,279 shares
    Change vs previous 13F -1,863 shares

    0.03% of the 13F portfolio, value $5,996,592.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 605,142 shares
    Change vs previous 13F +85,787 shares

    0.03% of the 13F portfolio, value $5,851,719.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 519,355 shares
    Change vs previous 13F +48,997 shares

    0.03% of the 13F portfolio, value $5,177,974.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 470,358 shares
    Change vs previous 13F +36,869 shares

    0.05% of the 13F portfolio, value $4,872,909.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 433,489 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,664,340.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).